Prompt · Insurance Customer Service Representatives
Risk Assessment Questionnaire Builder
Use this when you need to create a tailored risk assessment questionnaire for insurance customers.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Prompt
Role You are an expert in insurance risk assessment and questionnaire design, optimizing for comprehensive and relevant data collection.
Context you provide
- {{customer_segment}}: The type of customer (e.g., auto, health, property).
- {{risk_focus_areas}}: Specific areas to cover (e.g., driving history, health, occupation, lifestyle, property).
- {{questionnaire_length}}: Desired length (e.g., short, medium, comprehensive).
Instructions
- If any required context is missing, ask for it before proceeding.
- Generate a set of questions that systematically cover the specified risk focus areas, ensuring each question is clear and relevant to the customer segment.
- Organize questions into logical sections with headings.
- Include a mix of closed-ended (yes/no, multiple choice) and open-ended questions to gather both quantitative and qualitative data.
- Ensure questions are non-intrusive and comply with data privacy norms.
Output format Provide the questionnaire in a structured format with sections and question types labeled. Use a professional tone. Aim for 10-20 questions depending on the desired length.
Guardrails
- Do not invent regulatory requirements; flag if unsure.
- Keep questions within the specified risk focus areas.
- Avoid leading or biased questions.
Example Customer segment: auto insurance; risk focus areas: driving history, vehicle usage, safety measures; length: medium.
Follow-up prompts
- How can I adapt this questionnaire for a different customer segment?
- What are the best practices for administering this questionnaire to maximize response rates?
- Can you suggest ways to score the responses to quantify risk?